We are live on ! Find out more
FLQM icon

Franklin US Mid Cap Multifactor Index ETF

99 hedge funds and large institutions have $485M invested in Franklin US Mid Cap Multifactor Index ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

113% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 23

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

45% more capital invested

Capital invested by funds: $334M → $485M (+$152M)

21% more funds holding

Funds holding: 8299 (+17)

2.36% less ownership

Funds ownership: 81.97%79.61% (-2.4%)

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
23
Increased
49
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$92.6M +$9.34M +187,726 +12%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$67.8M +$20.3M +408,202 +48%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$36.2M +$13.2M +264,848 +64%
IWM
4
IHT Wealth Management
Illinois
$20.7M +$3.93M +78,869 +26%
Bank of America
5
Bank of America
North Carolina
$20.6M +$9.68M +194,423 +101%
GM
6
GeoWealth Management
Illinois
$16.7M -$173K -3,470 -1%
FC
7
Financial Consulate
Maryland
$14.7M +$13.7M +275,661 New
PAG
8
Private Advisor Group
New Jersey
$14M -$850K -17,074 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$11.6M +$2.8M +56,337 +35%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$10.5M +$9.82M +197,314 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.5M +$3.39M +68,165 +53%
SIM
12
Stratos Investment Management
Ohio
$9.81M -$1.73M -34,730 -16%
FZCM
13
Flynn Zito Capital Management
New York
$9.09M +$3.93K +79 +0%
RJA
14
Raymond James & Associates
Florida
$8.36M +$1.74M +35,028 +29%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.21M +$762K +15,302 +11%
CA
16
Cetera Advisors
Colorado
$8.18M -$1.43M -28,758 -16%
MI
17
Moneywise Inc
Virginia
$6.88M -$4.71M -94,589 -42%
Stifel Financial
18
Stifel Financial
Missouri
$5.75M +$828K +16,626 +18%
SCA
19
Snowden Capital Advisors
New York
$5.29M -$76.4K -1,535 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.28M +$4.43M +88,961 +900%
LWL
21
Leo Wealth LLC
Texas
$4.89M +$861K +17,302 +23%
TNB
22
Thomasville National Bank
Georgia
$4.81M +$87.5K +1,757 +2%
GWM
23
Geneos Wealth Management
Colorado
$4.76M +$616K +12,377 +16%
KAS
24
KPP Advisory Services
Kentucky
$4.67M +$4.34M +87,263 New
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.52M +$4.21M +84,535 New

FLQM Hedge Fund Activity: Q1 2024 in Review

99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q1 2024, worth a combined $485M — up 45% from $334M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FLQM positions and 5 closed out — a net gain of 18 holders — while 49 added to existing stakes and 23 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $20.3M. The largest seller was Moneywise Inc, cutting an estimated $4.71M.

  • 99 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q1 2024, up from 82 in Q4 2023.
  • Funds reported $485M of Franklin US Mid Cap Multifactor Index ETF stock for Q1 2024, up 45% quarter-over-quarter.
  • 23 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q1 2024 and 5 closed out, a net change of +18 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $20.3M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q1 2024 was Moneywise Inc, an estimated $4.71M sold.

Based on aggregated 13F filings for Q1 2024.